Woman-led firm sets up independent practice in Washington state.
Advisors Mark Morasky, Erik Clay and Chris Figaro are launching Vantage Point Private Wealth.
Meanwhile, Cetera is offering tailored retention bonuses to Securian advisors who manage offices.
A family of three advisors has joined the firm, its second expansion in the region in the past two months at the expense of Edward Jones.
Georgia-based Laura Evans marks the move with the launch of a new independent financial practice.
Broomall, Pennsylvania-based David W. Rodgers moves for “breadth and depth of services.”
Jason Johnson founded 509 Wealth Management in 1998 and manages approximately $400 million in assets.
The father-and-sons team at New Jersey-based Sopher Financial Group’s value LPL as a ‘top of the tech curve’ wealth management firm
Managing partner at Keybridge Wealth Management says team will now have 'complete freedom to advise clients.'
Desire for more independence, time with clients lead Indiana team to switch from Cetera.
Frank McKiernan and Jerry Sneed are joining Procyon, a Dynasty Financial network firm, from Baker Tilly Wealth Management.
The four advisors control $400 million in client assets and their Elkhorn-based firm is called Omnia Wealth Group.
Joe Di Biasi and Greg McElheny head Blue Sky Wealth Management in Greenwood Village.
Robert Hamer is joining Stratos from Asset Management Group.
Christopher Coffin is opening a new firm, Coffin Financial Group, in Austin, Texas.
Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.
Foundations Financial Partners in Doylestown, Pennsylvania, had been affiliated with Securian for 32 years.
Rodney Van Buren and Whitney Colton have launched Van Buren Wealth Management in Melbourne, Florida.
Houston-based Presidio Wealth Partners is leaving with nearly half of Avidian's $4 billion in assets and aspires to reach $5 billion in five years.
Todd Rosel and Larry D. Smith oversee $310 million in assets and are combining their practices to form a new firm, Integrity Wealth Advisor Group.
